Snowball

Snowball

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专注投资分享 #AI #Web3 领域，2023年@binance 合约锦标赛总收益排名第五。

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No way, you guys thought the gaming sector was over? Actually, no. In this sector that doesn't attract much attention, @SeiNetwork's efforts have yielded impressive results. In the third quarter of this year, Sei achieved 116 million transactions through gaming, a growth rate of over 138%, with an average of 805,000 addresses per day. May I ask, is it an information cocoon, or have all the gamers switched to SEI? Give it a thumbs up! These figures represent real high-frequency interactions. Maintaining 116 million transactions smoothly within an ecosystem with 800,000 daily active users is itself an extreme challenge to SEI's infrastructure. And clearly, SEI has withstood the test of the "Party and the people." Personally, I think that if a blockchain can handle the high-frequency operations of millions of players online simultaneously without crashing or congestion, it proves that it has the capacity to handle trillions of dollars in traditional financial transactions in the future. Sei's gaming boom in Q3, on the surface, is a victory for the entertainment sector, but in reality, it's a successful show of strength for its "high-frequency trading engine." Through this "proxy war" of gaming, Sei... It is demonstrating to the world that it is ready to support a truly global financial market. twitter.com/one_snowball/statu...

When I look at this map of the humanoid robot market, most people see a technological race and national competition. But the deeper story lies in the paradigm shift in capital structure, the clash of city-level innovation ecosystems, and the historic window of democratization of ownership. 1️⃣ "Robot banks" are reshaping the logic of industry investment. The humanoid robot industry exhibits typical characteristics of high capital intensity, long cycle, and high uncertainty. The dense presence of over 100 companies in China, including 18+ in Shenzhen, the "Six Little Dragons" of Hangzhou, and the Beijing Innovation Center, is essentially a **capital race:** - BOM cost: decreasing from $35,000 by the end of 2025 to $17,000 by 2030 (China supply chain only) - Funding requirements: Figure AI raised over $1 billion in a single round (valuation $39 billion), Physical Intelligence raised $600 million (valuation $5.6 billion) - Mass production threshold: Suppliers have planned to start production of 100k-1M units/year in the second half of 2026. The traditional VC investment window is extremely narrow—only top players can withstand multiple rounds of dilution, completely excluding small and medium-sized investors. @xmaquina The disruptive nature of DAOs lies in their "liquidity stratification." Through a "robot bank" model built on tokenization, a three-tiered capital efficiency revolution is achieved: 1. Democratization of the primary market: $3 million was raised through an IDO, with 1000+ participants acquiring private equity exposure to companies like Apptronik, 1X, and Figure AI at prices of 0.03-0.06. 2. Portfolio hedging: Holdings include leading US companies (Figure, Agility) and emerging Chinese companies (planned investments in Unitree and AgiBot), covering the entire stack of risk diversification across humanoid, physical AI, and protocol layers. 3. Exit liquidity reconstruction: Equity exit returns → Robotic RWA (such as autonomous robots on IX Swap) → Robot café operating revenue, forming a three-tiered cash flow cycle. 2️⃣ How tokenization solves the ownership paradox of the robot economy: XMAQUINA's Machine Economy Launchpad offers a new possibility: Tokenizing individual robot assets through sub-DAOs (such as the robo-café pilot project in collaboration with Peaq/ELOOP). 1. Fragmented Ownership: 100 people each hold 1% of the tokens for one café robot, enjoying revenue sharing. 2. Liquidity Premium: Tokens can be traded on platforms like IX Swap, transforming asset valuation from "depreciated equipment" to cash flow NFTs. 3. Network Effect Incentives: DAO governance determines robot upgrade paths (such as integrating the GR00T basic model), and community contributors receive DEUS rewards (the first 100 in Season 1 share 500k tokens). 📒Personal Summary: Whoever owns the robots owns the future. But the form of ownership is being redefined. The densely packed company markers on the map represent a battle for triple ownership of capital, technology, and data. The true winners of the next 10 years will not necessarily be the companies that create the most advanced robots, but rather the ecosystems that first complete the positive cycle of "robot assets → tokenization → liquidity → reinvestment." When AI raised funds at a valuation of $39 billion, XMAQUINA provided the community with an entry point to participate in the same revolution with 60 million FDV. Perhaps XMAQUINA is the true meaning of "Owning robots, owning the future." twitter.com/one_snowball/statu...

It's coming! Looks like it'll be soon. Hopefully, it'll be available in 1-2 months. Coinbase has officially announced the listing of @brevis_zk's token |_2024111120230_. Token contract: 0x086F405146Ce90135750Bbec9A063a8B20A8bfFb. I checked the on-chain information; no details have been disclosed. There's a lot to do next: 1. Determine the details of the token's economic model. 2. Determine if it will be publicly offered (Buidlpad has been saying this?). 3. Listing on the exchange + related operations.

Coinbase Markets

@CoinbaseMarkets

Assets added to the roadmap today: Brevis (BREV) https://coinbase.com/blog/increasing-transparency-for-new-asset-listings-on-coinbase…

Here are a few guesses regarding @TheoriqAI and $THQ: 1. Expected TGE Date: Currently, the official announcement has two important dates: Airdrop registration ends on December 14th; the one-week Yapper event ends on December 17th. Therefore, I predict TGE will be around December 18th-20th. If we're lucky, it might be earlier, around the 15th. I think we can continue with Yapper after TGE. 2. Exchange Listing Status: Coinbase is possible; Binance's worst-case scenario is a futures contract listing. I think spot listing is possible. 3. Expected Opening Price: Total token supply is 1 billion, initial circulating supply is expected to be 120 million. Around 150 million AlphaVault's market capitalization is 300 million, a fourfold increase compared to its 75 million public offering. Based on a 300 million market capitalization, the selling pressure from the public offering would be around 8 million USD. I think it's definitely not a problem for the opening price to be above 300 million USD. Since the official team dared to run promotions based on 300 million USD, they will definitely maintain this floor. Specifically, it could go up to 500 million USD. If the bigger picture is clear, with a user FOMO (Follow-Only Momentum) wave, it might reach 1 billion USD. Downside, the minimum is 100 million USD; the 75 million USD market capitalization from the public offering isn't actually expensive. I don't think it will fall below this market capitalization in the short term. ➡️These are my three predictions; I wonder how many will be correct, hahaha.

A bear market, a massive $15 million funding round, and top-tier institutional backing are the best endorsements of a project's product capabilities. Especially when Pantera Capital, Coinbase Ventures, and DCG appear on the investment list simultaneously, it's tantamount to telling the market the answer: AI-driven on-chain research is no longer a simple auxiliary tool, but the next layer of Crypto infrastructure. Yes, they're talking about @SurfAI. Furthermore, user data: over 1 million research reports and over 80,000 daily users are also strong endorsements for the project. For example, I don't deny the brilliance of Grok, ChatGPT, and Gemini, but they expand their influence primarily through broad, comprehensive, and high-quality feedback across various industries. Their responses to niche narratives, especially highly specialized Web3 topics, are less than satisfactory. Surf, on the other hand, is a Web3-focused AI... Infrastructure products are significantly more specialized. Surf is the best support for Web3 users. One Surf equals a complete investment research team, equals a trading strategy analyst. 🙋I've said a lot, so how should one participate? Currently, I think there are two main ways: First: Participate in a monthly/annual subscription. Currently, you'll receive a free NFT (expiring at the end of the year), which will be directly airdropped. Second: Use it frequently, every day, daily. This is easy; once you experience it, you'll develop a daily usage habit, and you won't feel comfortable not using it. The more you use it, the more data you feed Surf, and you may naturally receive some returns in the future. 🆚Back to the point, since it's public, the previous Cyber team's projects will inevitably be compared to Surf. The previous Cyber team excelled at targeting both B2B and B2C clients. This might be the future path for Surf, so everyone can look forward to it. Since it involves pursuing returns, if Surf issues its own token, its future listing resources and potential market capitalization could be compared to Cyber's. Let me briefly mention Cyber's situation: listed on Binance and Upbit, with a peak market capitalization of 1.8 billion, its expectations are extremely high. Compared to Cyber, I boldly predict it might even surpass it? 🤔Let's get back to the thoughts and further: 1. This funding will definitely be used for product iteration and updates, so everyone can look forward to an even more amazing Surf in the future. 2. Pure Web3 funding certainly corresponds to some possibilities for future token issuance, so everyone can participate and try to take advantage of future airdrop opportunities. 3. This is only the first publicly disclosed investment; are there more to come? I personally look forward to attracting more and better investors. 4. From the perspectives of team background, data verification, product strength, and financing, Surf is an impeccable project. 🙏Finally, I want to thank @JELabs2024, @0xEvieYang, and @gwl_gg. It was JELabs who recommended this project, which is why I discovered how useful it is. Otherwise, I would have missed it, and I believe many others will miss it because of the following: When people think, "Oh, an old team launching a new project to make money," they overlook the rigorous background checks and product quality of JELabs' partner projects. As one of the most well-known agencies in the industry, I implore you to continue discovering and recommending more good projects to users. twitter.com/one_snowball/statu...

➡️I strongly agree with a point raised by Plume co-founder Teddy Pornprinya: Stablecoins have brought millions into the crypto world, but yield-generating tokens are what keep them engaged. From an operational perspective, this is easy to understand. Stablecoins only bring in users, achieving user acquisition, but they lack a good solution for user retention. Yield-generating tokens, on the other hand, will solve the user retention problem. Of course, user retention is just one small application of yield-generating tokens. More importantly, they can break the cycle of inefficient capital flow, allowing funds to circulate freely and automatically capturing real yield. This is the most impressive scenario for a yield-generating token, but then the question arises: with so many projects in the Web3 market, who has actually achieved this? I've looked at many projects, and only @plumenetwork and @plumeinchina have done it on Solana with their latest Nest vault! 👍 A few days ago, Plume successfully launched five RWA yield vaults on Solana (nBASIS, nOPAL, nTBILL, nWisdom, nAlpha), covering assets such as credit, government bonds, and accounts receivable, basically covering the vault scenarios that meet the current mainstream market demand and satisfying everyone's daily needs. 🙋 How exactly does it work? Users who deposit stablecoins will receive liquid, interest-bearing tokens, which can be redeemed at any time and used in the DeFi ecosystem (such as lending and trading). After reviewing it, I think it's really good. Liquidity + returns = Plume The image of a pig has been visualized, and Plume incorporates a relatively advanced feature: enabling RWA revolving lending. Through deep integration with Solana's native platform Loopscale, users can use their interest-bearing assets as collateral to borrow funds and then deposit them back in, amplifying the yield through recursive lending. This is gradually transforming RWA into a highly capital-efficient financial instrument, allowing previously static real-world assets to operate at high speed on the blockchain. ➡️One more point: Why Solana? Currently, the RWA asset size on the Solana chain is approaching the $1 billion mark. I understand that the launch of the Plume product will accelerate Solana's transformation into an "institutional-grade asset issuance and trading center." Furthermore, Plume is essentially a European/American blockchain, and its integration with Solana, a leading European/American blockchain, will also significantly boost its own chain's user and capital growth, resulting in a mutually beneficial and win-win situation. 🤔 From choosing the Solana chain to the creation of interest-bearing token products, to the RWA revolving loan model... Plume has streamlined the entire process from customer acquisition and retention to capital efficiency and on-chain fund accumulation. This is a great starting point; let's wait and see the full-scale explosion of Plume's on-chain data. twitter.com/one_snowball/statu...

In the business world, the most sophisticated business is often not selling products, but "building a bank." Starbucks, through its prepaid cards, has become an invisible bank by accumulating funds. However, in Web3, most projects are engaging in a "loss-leader" business—they introduce USDT or USDC, allowing massive amounts of capital to circulate within their ecosystems, while handing over the most lucrative interest income to Tether or Circle. The history of monetary evolution tells us to address "coincidental needs" and "stores of value," but in STBL's view, the second half of stablecoins is no longer about payment tools, but about commercial sovereignty. The Hidden Exploitation of Stablecoins 1.0 USDT/USDC solved Bitcoin's volatility problem, but it also brought a huge hidden cost: users and the ecosystem provided real-money reserves, while billions of dollars in government bond interest were monopolized by centralized issuers. This is essentially a value extraction from the ecosystem. Stablecoin 2.0: The Era of Ecosystem Specific Stablecoins (ESS) We are entering the era of "money as a service." The ESS (Ecosystem Specific Stablecoins) concept, proposed by @stbl_official and $STBL, aims to allow every large ecosystem (whether GameFi, exchanges, or RWA platforms) to issue its own "white-label stablecoin" with a single click through STBL's infrastructure. The changes this brings are disruptive: 1. Yield Capture: Interest income that was previously taken by external parties now flows directly back to the ecosystem itself. The larger the fund size, the more the project team earns. 2. Monetary Sovereignty: No longer subject to external control, possessing independent monetary policies and incentive mechanisms. 3. Users as Shareholders: Currency becomes the link connecting users and ecosystem value, rather than simply a transit point. 4. Future top companies will not only have their own apps, but also their own "central banks." What STBL is doing is providing the most basic infrastructure for this "movement to restore the right to mint money" twitter.com/one_snowball/statu...

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